Green Oak Financial Services
Accounting for Legal Practices · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
101 Arch St Fl 8, Boston, Massachusetts,...Phone Number
(617) 615-6486Website
www.greenoakfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Green Oak Financial Services
Green Oak Financial Services is a full-service tax and bookkeeping firm based in the Boston area, with locations in Milton and downtown Boston. Established in 2011, the company specializes in tax planning and preparation for individuals in the technology and biotechnology sectors, particularly focusing on stock compensation. Additionally, they offer bookkeeping services for non-profits and small businesses, providing support from start-up through to year-end tax preparation. Their services also include outsourced accounting roles for businesses of all sizes.Explore more
Green Oak Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1998
VM
Varish ModiCertified Public Accountant, Certified Tax Coach, Enrolled Agent, NTPI Fellow, Certified Acceptance Agent, Chartered Accountant
Company Profile Activity
Activity Insights
Green Oak Financial Services is experiencing very low activity levels compared to other companies in the Business Services sector.
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Green Oak Financial Services is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Green Oak Financial Services.
Green Oak Financial Services Tech Stack
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Green Oak Financial Services is a full-service tax and bookkeeping firm based in the Boston area, with locations in Milton and downtown Boston. Established in 2011, the company specializes in tax planning and preparation for individuals in the technology and biotechnology sectors, particularly focusing on stock compensation. Additionally, they offe... Read More
